位置：中游情绪：利空参考度：1/10
印度评级机构ICRA在12月22日周一发布的报告中表示，2025-26财年印度钢铁需求预计将增长8%，但钢铁价格走弱可能继续给国内钢铁生产商的利润率带来压力。ICRA指出，由于价格低迷、投入成本居高不下以及全球环境疲软，未来几个季度钢铁企业的经营环境仍将充满挑战。该机构称，2025-26财年行业运营利润率预计将基本持平在12.5%左右，低于此前预期的100至120个基点的改善幅度。
疲软的盈利预计将推动行业杠杆率（以总债务与运营利润之比TD/OPBDITA衡量）在2025-26财年升至约3.4倍，而ICRA 2025年8月的预估为3.1倍，2024-25财年报告值为3.5倍。ICRA报告称，过去三至四个季度，国内钢铁行业新增产能约1500...
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